As of December 7, an estimated 96,000 acres have been ravaged by the Thomas Fire and more than 50,000 mandatory evacuations have been issued in Ventura County.
Mission Wealth was in attendance as Minds Matter of San Francisco hosted their Fall Benefit Piano Concert at the San Francisco War Memorial Opera House.
Mission Wealth Partner and Client Advisor Andy Penso is our Spotlight on the Team interview this month. At Mission Wealth, Andy delivers customized financial planning, risk management and tax planning solutions to high net worth clients in order to help them achieve their personal and financial goals.
Over the weekend Mission Wealth joined Child Abuse Listening Mediation for their Second Annual CALM at Heart Luncheon. The event featured speakers, raffle prizes and more.
On October 19, the Pacific Coast Business Times hosted an awards reception honoring all the local business included in the weekly’s 2017 50 Fastest Growing Companies special report that was published in September. Mission Wealth Founder and Chief Compliance Officer Brad Stark attended the event at the Moxi, The Wolf Museum of Exploration + Innovation, and shared a few words …
Mission Wealth was in attendance at the 5th annual Heroes of Hospice Luncheon. The event recognized exceptional community volunteers that have demonstrated strong support of the Hospice of Santa Barbara’s mission to provide care for those that are experiencing life threatening illnesses or grieving the death of a loved one.
This month’s Spotlight on the Team interview is with our client advisor, Rick Gonzalez, who is based out of our Los Angeles location. At Mission Wealth, Rick develops investment, estate, and financial planning strategies to best meet clients’ current and long-term goals.
Over the weekend, the Mission Wealth team was in attendance at the Community Environmental Council’s Green Gala. Mission Wealth was a sponsor of the annual gala, hosted at the Lark in Santa Barbara. The special event gave attendees the opportunity to support CEC’s initiative for a green and healthy Santa Barbara.
Santa Barbara, Calif. ─ September 22, 2017
Mission Wealth is welcoming fall with open arms. In celebration of this new season, we want to share some of our summer highlights with you. We traveled with family and friends, had some great adventures, and even got married.